Wells Fargo Portfolio holdings
Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
STI
176
DELISTED
SunTrust Banks, Inc.
STI
| $280M | 0.14% |
+8,857,436
| New | +$280M |
|
177
Affiliated Managers Group
AMG
$6.39B
| $277M | 0.14% |
+1,691,949
| New | +$277M |
|
178
General Dynamics
GD
$87.3B
| $277M | 0.14% |
+3,540,587
| New | +$277M |
|
179
Kellanova
K
$27.6B
| $276M | 0.14% |
+4,295,489
| New | +$276M |
|
180
Hershey
HSY
$37.7B
| $275M | 0.14% |
+3,081,768
| New | +$275M |
|
181
Dick's Sporting Goods
DKS
$16.8B
| $273M | 0.14% |
+5,456,434
| New | +$273M |
|
|
COV
182
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $273M | 0.14% |
+4,346,272
| New | +$273M |
|
183
Analog Devices
ADI
$124B
| $271M | 0.14% |
+6,013,845
| New | +$271M |
|
184
Intuit
INTU
$186B
| $270M | 0.14% |
+4,428,492
| New | +$270M |
|
185
Sysco
SYY
$38.5B
| $270M | 0.14% |
+7,905,470
| New | +$270M |
|
186
American Tower
AMT
$93.9B
| $270M | 0.14% |
+3,688,099
| New | +$270M |
|
|
TRW
187
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $265M | 0.14% |
+3,995,640
| New | +$265M |
|
188
Clorox
CLX
$14.7B
| $263M | 0.14% |
+3,168,643
| New | +$263M |
|
|
ESRX
189
DELISTED
Express Scripts Holding Company
ESRX
| $263M | 0.14% |
+4,258,056
| New | +$263M |
|
190
Under Armour
UAA
$2.16B
| $263M | 0.14% |
+4,399,291
| New | +$263M |
|
191
M&T Bank
MTB
$31.5B
| $261M | 0.14% |
+2,339,577
| New | +$261M |
|
192
CBRE Group
CBRE
$48.2B
| $260M | 0.13% |
+11,146,544
| New | +$260M |
|
193
Vanguard Mid-Cap ETF
VO
$86.9B
| $260M | 0.13% |
+2,735,461
| New | +$260M |
|
|
SFLY
194
DELISTED
Shutterfly, Inc.
SFLY
| $258M | 0.13% |
+4,615,440
| New | +$258M |
|
195
Citigroup
C
$174B
| $254M | 0.13% |
+5,292,367
| New | +$254M |
|
196
Franklin Resources
BEN
$13.2B
| $254M | 0.13% |
+1,864,727
| New | +$254M |
|
197
Fortune Brands Innovations
FBIN
$6.9B
| $253M | 0.13% |
+6,529,749
| New | +$253M |
|
198
Banco Bradesco
BBD
$31.9B
| $248M | 0.13% |
+19,043,789
| New | +$248M |
|
199
Caterpillar
CAT
$196B
| $248M | 0.13% |
+3,001,422
| New | +$248M |
|
|
CTXS
200
DELISTED
Citrix Systems Inc
CTXS
| $246M | 0.13% |
+4,075,501
| New | +$246M |
|